SHP Financial
“Matthew Peck & Chris Willis have been outstanding taking care of all our needs, we could not have picked a better company to have handled our accounts”
Best Financial Advisors in Plymouth, MA
15 firms listed · all 15 in Plymouth · 4 open weekends · 10 rated 4.5+ · 1 shows a license
Data verified October 29, 2026
Cornerstone Financial Group
“She demonstrated fantastic customer service and insightful knowledge that assisted the client to arrive at a very satisfactory result.”
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Campbell Financial Services
“Kevin and Deborah are very nice , helpful, smart ,knowledgeable and organized and is great to work with!”
Northeast Wealth Management
“" In addition they are kind and truly caring about our circumstances.”
Blue Hills Wealth Management
CVW Financial
“Working with him is the best thing we decided to do, and I highly recommend him to anyone seeking expert financial guidance.”
The 15 firms listed for Plymouth, MA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Plymouth, MA
All 15 firms we list here are in Plymouth itself. We have 16 firms in Plymouth on file; this page shows the highest-rated 15. 11 of the firms on this page have a rating, from 4.0 to 5.0 across 239 reviews; 2 have 50 or more reviews and 10 are rated 4.5 or higher. 4 are open on Saturdays. The services the firms on this page list most often on their websites are investment planning (2), retirement planning (2) and tax planning (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 62 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 10 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Plymouth take financial planning bookings online?
3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Granite Wealth Management
“I highly recommend the Granite Wealth team to anyone looking for a financial advisor who combines expertise with exceptional personal service”
North Light Financial Services
Sadler Financial Group
“He is professional, efficient, and we have been very happy with the services there.”
1620 Investment Advisors
Flagship Harbor Advisors
Joyal Capital Management
Plimoth Investment Advisors
“Their advice, guidance and education has made me confident in my financial planning decisions.”
Baker and Eitas Financial Services
Watertree Financial Wellness
Why these companies made our list
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